Positive news for electrical grid /infrastructure. I love seeing these truck loads, and have been seeing them more and more (in Carolinas headed north).
I recall a Federal report on Tucker Carlson at the end of last year about certain components in the transformers that could only be produced in Germany, and with significant leadtimes (years) due to production capacity & material processing.
I’d love to understand the mfg process & true limitations from any electrical fags here. I recall that we have our own rare earth element mines (i.e. neodymium) in USA/Canada but multinationals rigged so that China controls supply (at least on the surface).